Against the backdrop of looming mass advisor retirements and eye-popping attrition rates for new advisors, Affiliated Advisors is today launching an affiliation program to provide next-generation ...
Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.
Fairway Home Mortgage and NAIFA Announce New Certified Home Equity Advisor (CHEA) Credential Program
MADISON, Wis. and ARLINGTON, Va., Feb. 17, 2026 /PRNewswire/ -- Fairway Home Mortgage and the National Association of Insurance and Financial Advisors (NAIFA) today announced a new strategic education ...
Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...
Make sure you do the proper vetting of a potential financial planner ...
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In family emergencies, advisers can provide something clients need even more than financial advice
In the middle of a crisis, financial advisers who help families slow down, clarify roles and communicate effectively can ...
Edelman Financial Engines offers holistic financial planning and investment management with a dedicated advisor Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...
Zoe Financial earned its second consecutive annual award from FinTech Breakthrough with a win in the "Wealth Management Company of the Year" category for 2026.* NEW YORK, NY / ACCESS Newswire / March ...
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